Quick Actions

Role:

Sequence Agent

License:

Guided Selling

Quick actions let you add one-off actions to a Lead or Contact in Salesforce, and those actions appear on your Engage tab when they are due.

You can use quick actions whether or not the person is enrolled in a sequence. They are useful when you need a reminder while the next scheduled action for that person is still days or weeks away, or when you want to follow up with one-off work and a full sequence would be unnecessary.

Supported Action Types

Quick actions support all action types, with the following capabilities.

Action type	Capabilities
Call	Adds a call to `Engage` at a scheduled time.
SMS	Adds a message to `Engage` at a scheduled time.
Email	Adds an email to `Engage` at a scheduled time. You must specify the `Email Subject` and `Body`. You can select an `Email Template`. Note: If you want to send an email now instead of scheduling it for later, use the `Send Email` button.
Task	Adds a task to `Engage`. You must specify the `Subject` under the `Field` section. Optionally add other fields, e.g., Type.

Add a Quick Action

From a Salesforce Record (Lead/Contact)

Navigate to the Lead or Contact profile page in Salesforce
Find the Sequence Overview Module
Click the + Create Action button
Select the Action Type and configure the action details
Set the Action Due date. This is when the action will resurface on Engage.
Click Save

From the Participants Tab

If your Participant is enrolled in a Sequence, you can quickly search for them in Guided Selling.

Navigate to the Participants tab in Guided Selling
Search for your participant, or filter by company or Sequence
Click the (Options) Icon
Click the Quick Action option
Select the Action Type and configure the action details
Set the Action Due date. This is when the action will resurface on Engage.
Click Save